See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $241,738 | $159,602+51.5% | $150,045+61.1% | $142,382+69.8% |
| Participation rate | 57.1% | 84.0%-26.8pp | 82.3%-25.2pp | 80.1%-23.0pp |
| Annual return | 4.15% | 70.24%-66.1pp | 62.55%-58.4pp | 217.08%-212.9pp |
| Employer contribution / active EE | $4,737 | $4,961-4.5% | $4,693+0.9% | $4,299+10.2% |
| Participant deferral / active EE | $9,831 | $8,310+18.3% | $7,997+22.9% | $6,507+51.1% |
| Admin fee / account holder | $4,476 | $14,846-69.9% | $13,435-66.7% | $12,624-64.5% |